Updated Monday, July 28, 2014 as of 12:16 AM ET
Portfolio - Investment Insights
Investment Portfolio Survival Test
Friday, February 1, 2013
Partner Insights

Also tested was a four-asset model, with 25% each in large-cap U.S. stock, non-U.S. stock (represented by the MSCI EAFE Index), U.S. bonds and cash. It underperformed compared with the 60/40 model and finished with an ending account balance of $383,280 and an internal rate of return of 4.57% - just slightly ahead of the 50% bond/50% cash retirement portfolio.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here